Axis Bank has strengthened its positioning -- on both the assets and liability side -- and it may be set to deliver sustained improvement in performance. The valuation gap between Axis Bank (which trades at 1.4x core book value (or BV) and peers like ICICI Bank (valued at 2x BV) is expected to narrow.
The information technology (IT) services industry could see value investors taking selective punts in the near future. While growth remains visible, managements across the board have been cautious or measured in their guidance and have also complained about a combination of margin pressures and high churn. The two factors are related in that employee compensation is a large component of IT costs and high churn has forced firms to hike compensation packages and also invest more in hiring, training, and retention.
It would be ludicrous to expect Modi, Erdogan or Biden to pay to keep blue ticks on their respective official accounts. It would be equally ludicrous to expect the Delhi Metro or the Income Tax Department to pay, points out Devangshu Datta.
Maruti's results and the investor response indicate that quite a few stocks in the auto sector could be on the verge of a big bounce, says Devangshu Datta.
The sector seems set for a rally that may be somewhat temporary.
Cheating poses an existential challenge to chess. It's hard to know how it will be mitigated, but it must be, if chess is to continue being a legitimate sport, asserts Devangshu Datta.
One reason for resistance to moonlighting is that WFH calls into question the necessity for the thick layers of middle and senior management which run most businesses, argues Devangshu Datta.
Social media allowed them to connect even more directly with potential clients, and gave them multiple new marketing and outreach channels, explains Devangshu Datta.
The Higgs filled a gap with its explanation for mass. Knowing the exact characteristics of the Higgs allows scientists to make better guesses of the structure of the universe in the first 10 microseconds after the Big Bang, says Devangshu Datta.
This was not the first time "Wiki" - a widely used, free resource - was appealing for funds. Finally, reports indicated that Google had agreed to pay for Wikipedia content.
FSN E-Commerce Ventures, the parent of Nykaa, has had a roller-coaster ride since listing last November. The initial public offering (IPO) was priced at Rs 1,125 apiece, and the stock listed at a 96 per cent premium, closing the first day at Rs 2,205 apiece. It subsequently hit a high of Rs 2,573 in late November, but has seen steady selling since, hitting a low of Rs 1,208 in May.
In 2019, World Champion Magnus Carlsen was asked to guess the nationality of the reigning world champion in 2050. He responded: 'India will have had many by then!'
Aviation is a juicy target. It's a 24x7 industry, which cannot afford delays or loss of customer credibility.
Lack of access to the cosmonaut training programmes would also be a hindrance for ISRO's planned manned missions, explains Devangshu Datta.
The move towards indigenisation of defence procurement creates new opportunities for India's military industrial sector. The Government of India (GoI) has so far released five lists of items for positive indigenisation - these should be manufactured in India, rather than imported. Each item on these lists represents an opportunity for some local firm.
The key risks against a fast recovery would include long delays in business travel resumption, delays in commissioning, etc.
Operating margins for some companies dipped in Q3, 2021-22 but this sector could be nearing the bottom of the cycle in terms of profits.
While the tax treatment does legitimise past crypto transactions, there is a possibility that any, or all, private cryptocurrencies will be banned in future.
ISRO hopes to put a crew on the moon, but it has to learn how to keep people alive and healthy in space first.
India remains a young nation, but it will not get younger in future. India has not managed to noticeably improve education. Nor has it managed to create employment opportunities, observes Devangshu Datta.
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